How to Use Invoice Adjusting Tool

To access the Invoice Adjustment Tool (IAT), open the Roster Folder () under Membership>Connect

Search for the member, select the () icon on the member card and open the Make Invoice Adjustment tab to start the process. 

1. The first step of the IAT will prompt you to update the Member’s PTD. If the Member needs a Paid Through Date (PTD) adjustment, select the Force Paid Through Date checkbox. 

2. Then either type in or select from the calendar the PTD and select Save. If the member does not need a PTD adjustment, do not select the Force Paid Through Date check box and just select the Save button to move on to the next step. 

3. If you entered a new PTD, when saving and moving on to the next step. You will see the PTD of the member change and you may see the account balance adjust. 

4. In Step 2 of the IAT the user will be prompted to enter a memo in the Memo field, and can adjust the member’s account balance in the chart below, if applicable. 

5. To adjust a member’s account balance, use the checkbox to indicate what billing rate you are adjusting and type in the Adjusted Amount Owed in the field. You can use the Totals column at the bottom of the chart to view the member’s new account balance after the adjustments. 

6. When ready to adjust the member account, select the save button at the bottom of the page. 

Note: To give a member a credit for a billing rate, be sure to enter a minus symbol to indicate giving a member a credit.

If at any point you need to go back and make a change to the adjustment of the Member’s PTD, you can do so by selecting (Back to Step 1).